DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Edward George Heintz
Certified Financial Planner
Feed of 09/14/2026
Also filed as Edward George Heintz
At current firm
9 y
since Jan 9, 2017
In the industry
29 y
since May 30, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Heintz Wealth Management, LLC state registered currentsince Jan 9, 2017 · Scottsdale, Az
- Rhg Advisors LLC formerApr 23, 2014 to Mar 17, 2017 · Scottsdale, Az
- Pogson & Matt Wealth Management Group state registeredJan 7, 2011 to Nov 4, 2014 · Phoenix, Az
- Cambridge Investment Research Advisors, Inc. BD affiliatedApr 30, 2010 to Jan 28, 2011 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDJul 28, 2008 to Mar 24, 2010 · Phoenix, Az
- Strategic Advisers LLC national BDJan 24, 2000 to Dec 18, 2008 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Rhg Advisors LLC to Heintz Wealth Management, LLCleft Mar 17, 2017, registered Jan 9, 2017 (-67 days) · Other
- Pogson & Matt Wealth Management Group to Rhg Advisors LLCleft Nov 4, 2014, registered Apr 23, 2014 (-195 days) · Other
- Cambridge Investment Research Advisors, Inc. to Pogson & Matt Wealth Management Groupleft Jan 28, 2011, registered Jan 7, 2011 (-21 days) · Other
- Charles Schwab & Co., Inc. to Cambridge Investment Research Advisors, Inc.left Mar 24, 2010, registered Apr 30, 2010 (37 days) · Other
- Strategic Advisers LLC to Charles Schwab & Co., Inc.left Dec 18, 2008, registered Jul 28, 2008 (-143 days) · Affiliated broker-dealer or bank to another
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address